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RTX Surges to Record Highs as Defense Orders Explode
Investing· 2025-12-17 13:48
Market Analysis by covering: Rtx Corp. Read 's Market Analysis on Investing.com ...
Citi continues overseas retreat with sale of Banamex stake
American Banker· 2025-12-17 05:06
Citi has been shrinking its international consumer banking franchise for nearly five years as part of CEO Jane Fraser's plan to refashion the megabank into a smaller, simpler company. Processing ContentThe latest milestone in that process came Monday, when Citi announced the completion of the sale of a 25% stake in Grupo Financiero Banamex, its retail banking subsidiary in Mexico. Selling one-quarter of Banamex to Mexican businessman Fernando Chico Pardo is "a very significant part and step" in the bank's ...
Citi's Push For Efficiency: Bank Inks Strategic Data Deal With LSEG - Citigroup (NYSE:C)
Benzinga· 2025-12-17 01:44
Citigroup, Inc. (NYSE:C) traded slightly lower on Tuesday as investors digested a new data and analytics partnership announcement.The global bank announced that it has signed a multi-year strategic agreement with LSEG to upgrade its enterprise-wide data capabilities.The agreement deploys LSEG data, analytics, and workflow tools across Citi's global operations.Also Read: Dow Falls 50 Points; US Adds 64,000 Jobs In NovemberThe rollout spans markets, investment banking, wealth, trading, and risk functions. Fin ...
Citigroup, Leidos Holdings And More On CNBC's 'Final Trades' - Citigroup (NYSE:C), iShares U.S. Industrials ETF (BATS:IYJ)
Benzinga· 2025-12-16 21:36
On CNBC's “Halftime Report Final Trades,” Joseph M. Terranova, senior managing director for Virtus Investment Partners, said he likes Citigroup Inc. (NYSE:C) .Supporting his view, JPMorgan analyst Vivek Juneja, on Dec. 12, upgraded Citigroup from Neutral to Overweight and raised the price target from $107 to $124.Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, said Leidos Holdings, Inc. (NYSE:LDOS) named a new chief technology officer and is really getting into ...
Citi’s investment management unit head joins BlackRock – report
Yahoo Finance· 2025-12-16 19:46
花旗与贝莱德达成财富管理合作及人事变动 - 花旗投资管理部门主管Rob Jasminski已加入贝莱德 他将负责为财富管理客户监督近800亿美元的资产组合 [1] - 此次人事变动源于双方在9月签署的一项协议 该协议将花旗大部分客户投资组合的管理权转移至贝莱德 并以“花旗投资组合解决方案-贝莱德驱动”品牌运作 [1] - Jasminski与花旗投资管理部门的一个团队一同加入贝莱德 并将担任新项目的投资组合经理 [2] - Kerry White将接替Jasminski担任花旗投资管理部门主管 并向花旗财富部门全球投资主管Keith Glenfield汇报 [2] - 此前由花旗投资管理部门服务的私人银行客户 将继续从其花旗私人银行家处获得建议、资产配置支持和指导 [2] 贝莱德与花旗的技术与策略整合 - 贝莱德将负责设计和实施投资组合策略 [3] - 花旗还将向其投资人员和私人银行家引入贝莱德的Aladdin Wealth平台 [3] 花旗出售墨西哥子行股权 - 花旗已完成将其在墨西哥金融集团Banamex约25%的股权出售给由Fernando Chico Pardo及其直系亲属全资拥有的公司 [3] - 根据协议 Fernando Chico Pardo将立即担任墨西哥金融集团Banamex的董事长 [4] - 该交易最初于今年9月宣布 现已获得墨西哥金融和反垄断监管机构的批准 并满足了所有必要的交割条件 [4] - 花旗董事长兼首席执行官Jane Fraser表示 完成此交易推进了公司剥离Banamex的战略重点 并将其交予墨西哥最成功的投资者之一 [4] 花旗的战略重心调整与人事任命 - 花旗表示 此举使其能够加倍投入在墨西哥的机构业务 投资于平台、人才和关系 以巩固其领导地位并为客户和股东带来持续增长 [5] - 今年10月 花旗任命了来自巴克莱的Tobias Akermark和来自北欧银行的Kasper Dichow共同领导其北欧投资银行部门 [5]
26 people who will change banking in 2026
American Banker· 2025-12-16 19:00
Who will have the most impact on the banking, fintech and payments world in 2026? American Banker's reporters and editors compiled this alphabetical list of the 26 people we expect to make a difference — positive or negative — for bankers in the coming year. Processing Content John AllisonChairman and CEO, Home BancSharesHome BancShares in Conway, Arkansas, has returned to the bank merger-and-acquisition arena, and from all appearances John Allison, the company's longtime chairman and CEO, couldn't be mo ...
中国地产:实体市场-行之有效的举措:价格稳定是关键-China Property_ Physical Market - Doing the Right Things; Price Stabilization Pivotal
2025-12-16 11:27
中国房地产市场研究纪要关键要点 涉及行业与公司 * 行业:中国房地产行业 [1] * 研究机构:花旗研究 (Citi Research) [5] 核心观点与论据 市场现状与价格前景 * 房价预计需要至少2年时间才能企稳,主要城市可能在2026年底前率先稳定 [1][7][9] * 2026年新房平均售价预计同比下降3% [4] * 二手房价格下跌是市场关键拖累,一线城市二手房价格较峰值已下跌36%至42% [11][13] * 二手房挂牌量创历史新高,39个重点城市达470万套,去化周期约24个月 [1][24] * 新房库存月数创历史新高,达36个月,需约2年时间才能恢复至历史平均水平 [7][54] 供需结构与库存压力 * 市场交易结构向二手房倾斜,预计2026年二手房交易量占比将达50% [17][21] * 2017-2024年期间的投资性购房(估计约670万套)是潜在的二手房供应来源 [42][43] * 在39个城市中,仅8个城市(如杭州、上海、深圳、北京)可能已消化大部分潜在供应压力,其余31个城市仍面临额外库存入市压力 [1][45] * 城镇住房空置率估计为12%,对应约3600万套空置房屋 [7][46] * 8%的城镇家庭拥有3套或以上住房 [7][48] * 法拍房供应影响有限,2025年前10个月成交9.2万套,仅占二手房市场的0.3%,平均折价率为24% [7][50][51] 房地产投资与宏观经济关联 * 房地产行业对GDP的贡献率已从2014年峰值的32%下降,预计2025/2026年分别为13%和10% [1][92] * 土地出让收入占地方政府财政收入的比例从2020年峰值的44%降至2025年估计的25% [7][78] * 房地产贷款新增占比从2016年峰值的45%大幅下降,截至2025年第三季度,房地产贷款占总贷款余额的20% [7][85] * 房地产占家庭资产的66%(其中住宅占59%),房价每下跌1%将抵消约3万亿元财富 [1][7][99][105] * 家庭储蓄创历史新高,2025年9月达164万亿元,低信心和价格预期是主因 [7][101] 政策预期与市场驱动因素 * 预计2025年第四季度将有新一轮地方需求侧刺激(如购房补贴),但可能难以改变房价预期 [2] * 针对性的货币宽松或加杠杆举措目前可能性较低 [2] * 城市更新和REITs审批可能加速 [2] * 现房销售和房产税是长期政策议程,但近期不会出台 [2] * 房价由供应和预期驱动,而非仅靠租金收益率 [3] * 在价格预期疲弱的环境下,高租金收益率本身并不足以吸引资本或买家兴趣 [66][73] * 中国人民银行2025年第三季度调查显示,仅9%的储户预计2026年房价会上涨 [1][97] 2026年实体市场预测 * 预计全国销售额(含住宅)同比下降11%至7.6万亿元 [4] * 住宅销售额预计为6.8万亿元,销售面积6.93亿平方米 [4] * 房地产投资额预计同比下降13%至7.4万亿元 [60][62] * 新开工面积预计同比下降15%,回落至2003年水平(约3.6亿平方米) [4][8] * 竣工面积预计同比下降15% [4] * 土地购置面积预计同比下降10% [4] * 前十名城市表现预计优于行业整体,销售额预计同比下降5%(行业预计-20%) [8] 长期发展模式 * “十四五”规划聚焦于建立“人、房、地、钱”要素联动的新发展模式 [94] * 长期目标是建立商品住房、租赁住房和保障性住房三足鼎立的住房体系 [94] * 城市更新预计带来每年0.9-1万亿元以上的投资,但以整治升级为主,大规模拆除重建有限 [110][111] * 城市更新资金将得到政府专项债券支持 [111]
NAB呼应花旗作出强硬预期:澳洲联储2026年加息两次
金融界· 2025-12-16 10:35
澳大利亚国民银行(NAB)对澳洲联储的前景预测更为强硬,预计2026年两次加息25个基点,从2月开 始,随后在5月进行第二次加息,这与目前的市场定价(长时间维持利率不变)大相径庭。持续的通胀 风险和部分国内经济的韧性被视为澳洲联储恢复紧缩政策的推动力,尽管人们普遍预期政策利率已经见 顶。NAB的呼吁呼应了花旗本周稍早表达的类似观点,花旗也警告称,如果通胀证明是顽固的,澳洲 联储可能采取进一步行动,市场可能低估了这一风险。 本文源自:金融界AI电报 ...
Final Trades: Leidos Holding, Citigroup and the IYG
Youtube· 2025-12-16 02:25
We're going to do finals in a minute, but [music] I do want to show you shares of service now before we wrap up today. Down 11.5% reportedly in talks to buy the cyber firm Armis. $7 billion is the number that's being talked about.The stock also did get downgraded today. So, it's hard to know how much that is weighing on this activity as well. You have this stock.Yeah, I do. Now, >> yep. What do you think about this.>> Well, first of all, the momentum does not look so good. Um, I actually think this would be ...
Citigroup Nears Regulatory Approval for 25% Banamex Stake Sale
ZACKS· 2025-12-16 01:36
Key Takeaways Mexican regulators are close to approving Citigroup's 25% Banamex stake sale to Fernando Chico Pardo.The $2.3B deal supports Citigroup's deconsolidation of its Mexican consumer banking operations.Transaction advances C's plan for a future Banamex IPO and broader global transformation.Mexican financial regulators are nearing approval of Citigroup Inc.'s (C) planned sale of a 25% stake in its retail banking unit, Grupo Financiero Banamex, according to a Bloomberg News report, which was published ...